Beyond Bulls & Bears

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Emerging Markets

Global Economic Perspective: February

Perspective from Franklin Templeton Fixed Income Group® US Fundamentals Solid Despite Global ...

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Emerging Markets

Global Economic Perspective: January

Perspective from Franklin Templeton Fixed Income Group® US Fundamentals Look Strong Enough to Cope with Higher Rates Bond markets showed little ...

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Emerging Markets

Global Economic Perspective: November

Perspective from Franklin Templeton Fixed Income Group® Fundamentals Reassert Themselves Ahead of Likely US Rate Rise Even as the Fed has sought ...

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Perspectives

Hasenstab Sees Once-in-a-Multi-Decade Opportunities

While short-term market gyrations can be painful for investors’ portfolios at times, Michael Hasenstab of Templeton Global Macro is patiently ...

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Emerging Markets

Global Economic Perspective: September

Perspective from Franklin Templeton Fixed Income Group® US Federal Reserve Moves Toward Gradual Policy Normalization With the US gross ...

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Emerging Markets

A Macro View of Recent Market Volatility

The global markets have experienced heightened market volatility tied to a number of factors, including concerns about China and expectations for ...

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Emerging Markets

China: Searching for a New Equilibrium

Michael Hasenstab, CIO of Templeton Global Macro, recognizes that China’s economy has shifted down a gear, but the slowdown from the 10%+ growth ...

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Emerging Markets

Unconstrained Global Investing in an Extraordinary Monetary Policy Environment

Monetary policy divergences have given global investors much to think about—and debate about— this year. Speaking at Franklin Templeton’s 2015 ...

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Alternatives

Greece: Stuck in the Middle

Greece seems to be stuck between political forces on the left (the Syriza party) and fiscal forces on the right (debt burdens, European Monetary ...

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Emerging Markets

Global Economic Perspective: April

Perspective from the Franklin Templeton Fixed Income Group® IN THIS ISSUE Federal Reserve Grapples with Mixed US Data Global Economy Facing ...

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Emerging Markets

Hasenstab on Global Growth: Headwinds or Tailwinds?

While some forecasters predict gloomy global growth this year, the contrarian-minded Dr. Michael Hasenstab, chief investment officer, Templeton ...

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Emerging Markets

Hasenstab: The Contrarian Case of Hungary

Hungary is an example of a country with a prognosis a couple years ago that looked poor to many fixed income investors. Michael Hasenstab, chief ...